异动解读 | 晶泰控股股价盘中大涨15.91%,签署470亿港元AI药物研发合作

异动解读
Aug 06

8月6日上午,晶泰控股(02228.HK)股价盘中大涨15.91%,引发市场广泛关注。

消息面上,晶泰控股于8月5日晚间宣布,公司与DoveTree完成总订单规模约470亿港元(59.9亿美元)的管线合作签约,并已收到协议约定的首付款约4亿港元(5100万美元)。根据协议,晶泰控股将利用其基于"AI+机器人"的人工智能药物发现平台,为DoveTree开发多个针对肿瘤学、免疫及炎症疾病、神经系统疾病及代谢失调领域的靶点药物。作为回报,除首付款外,晶泰控股还有权获得约3.85亿港元的进一步付款,以及高达约462亿港元的潜在里程碑付款及销售分成。

分析人士认为,此次合作创下人工智能新药研发领域订单规模的新纪录,不仅印证了晶泰控股在AI驱动药物研发领域的领先技术实力,也显示了全球生物医药产业对智能化药物发现模式的高度认可。这笔大额订单有望显著提升晶泰控股的营收和盈利能力,推动公司加快实现盈利。投资者对晶泰控股未来发展前景的信心明显增强,推动其股价大幅上涨。

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